Give every exception deal a clear verdict not a guessing game
Run internal sign-off for non-standard discounts, terms, and exceptions right inside Odoo Sales, with explicit approval decisions, smart routing, and a full audit trail tied to the quotation.
The problem
Non-standard discounts, custom terms, and legal exceptions get routed through spreadsheets, email threads, and chat. Requests get buried, nobody can see a deal's current status, reviewers approve stale versions, and there is no reliable record of who approved what and when — right when speed matters most, at the end of the quote cycle.
The solution
Deal Desk Requests brings the whole approval loop into Odoo. Every request ends in an explicit Approved, Rejected, or Needs-Changes verdict with a mandatory reason, routes itself to the right reviewer by deal size, discount, or region, and stays linked to the sale quotation from submission to audit trail.
Everything a deal desk needs
Every capability below is implemented in the module.
Explicit decision outcomes
Every request closes with a color-coded Approved, Rejected, or Needs-Changes verdict plus a mandatory reason, reviewer, and date — never an ambiguous "done".
Conditional approval routing
Configurable rules auto-assign the right reviewer based on deal amount, discount percentage, or region, so policy is enforced by the system instead of memory.
Email alerts and deadline reminders
Automatic notifications on submission and decision, plus a scheduled deadline reminder, so no request goes stale waiting for someone to check the app.
Inline comments and @-mentions
Clarifications and back-and-forth stay attached to the request itself, keeping the deal desk a single source of truth instead of scattering discussion across email.
Bulk assign and bulk advance
Reviewers managing a queue can assign a reviewer or advance stage and key fields across many requests at once from the list view, instead of opening each one.
Consolidated dashboard
A pivot view of amount by stage and decision gives managers one place to see pipeline-wide status, counts, and where requests are bottlenecked.
Custom workflow stages
Configure your own kanban stages per company instead of being forced into one fixed flow, so the app matches how your team actually reviews deals.
Deal template library
Reps start new requests from pre-built templates with prefilled priority, deadline, and notes, so submissions arrive complete instead of as a blank form.
Linked to the sale order
A smart button on the quotation jumps straight to its deal desk requests, so the approval stays grounded in the real sales context instead of a disconnected record.
How it works
Submit the request
A rep creates a request from a template or straight from the sale quotation, and routing picks the right reviewer automatically.
Review and discuss
The reviewer is notified, open questions get resolved with inline comments and @-mentions, and queues can be worked in bulk.
Record the decision
The reviewer picks Approved, Rejected, or Needs-Changes and must give a reason, so the verdict is never ambiguous.
Track and audit
Every change is timestamped and visible on the dashboard, giving finance and management a reliable audit trail.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It adds a dedicated deal desk workflow with its own stages, explicit decision outcomes, and routing rules, while staying linked to the originating sale order via a smart button.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Deal Desk Requests
Explicit decisions, conditional approval routing, deadline reminders and inline @-mentions for non-standard B2B deals — linked to the sale order with a consolidated dashboard and audit trail.
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